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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,572 | $57,352+132.9% | $83,831+59.3% | $64,173+108.1% |
| Participation rate | 84.4% | 68.6%+15.8pp | 76.1%+8.3pp | 69.6%+14.9pp |
| Annual return | -6.85% | 11.38%-18.2pp | 850.99%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,904 | $2,546+53.4% | $3,631+7.5% | $2,381+64.0% |
| Participant deferral / active EE | $9,534 | $2,993+218.5% | $4,082+133.6% | $3,470+174.8% |
| Admin fee / account holder | $25,033 | $4,046+518.7% | $5,479+356.9% | $4,887+412.2% |